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Gregory K

Series 66

Charlottesville, VA

Guardian Life

Gregory Kitchin is a financial advisor with Guardian Life and holds the Series 66 designation. He has one year of industry experience, including his current roles at Park Avenue Securities and Guardian Life. His prior work history spans several firms across finance and related sectors. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides personalized wealth management solutions using a combination of advisor-led discretionary management and model-based strategies through proprietary and third-party platforms.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Shane B

Series 65, Series 63

Greenwood Village, CO

Guardian Life

Shane Bauman is a financial advisor at Guardian Life with 14 years of industry experience. He holds Series 65 and Series 63 licenses and has worked with firms including Park Avenue Securities, OneAmerica Securities, and Mass Mutual Life Insurance Company. Bauman serves as a trustee for his parents and maintains a small insurance business outside of his primary advisory role. Guardian Life, through its subsidiary Park Avenue® Wealth Management, provides brokerage and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers tailored financial planning, discretionary and non-discretionary investment management, and access to proprietary and third-party solutions.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Dorrette B

Series 63, Series 65

New York, NY

Guardian Life

Dorrette Brown is a financial advisor at Guardian Life with three years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at JPMorgan Chase Bank, J.P. Morgan Securities, Massachusetts Mutual Life Insurance Co, and other firms. Brown is the founder and CEO of WellSure Group LLC, a Medicare insurance business that supports her planning practice through client referrals. Park Avenue Securities LLC, a subsidiary of Guardian Life, provides brokerage and advisory services to individuals, retirement plans, and organizations. The firm offers tailored client relationships through a combination of advisor-led discretionary management, model-based strategies, and a digital advisory platform, alongside access to insurance products and alternative investments.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Lydia P

Series 66

Pittsford, NY

Guardian Life

Lydia Palmer is a Series 66-credentialed financial advisor with five years of industry experience. She is affiliated with Park Avenue Securities, a subsidiary of Guardian Life Insurance Company, and has previously worked for both firms during her career. Outside of her advisory role, Palmer is involved with the Syracuse University Alumni Club of Rochester, where she serves as finance chair and participates in planning outreach and events. Park Avenue Securities provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers financial planning, consulting, and access to proprietary and third‑party investment programs, combining advisor-led discretionary management with model-based strategies and a range of operational and lending solutions.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Diane Y

Series 63, Series 65

Pittsburgh, PA

Guardian Life

Diane Yee is a financial advisor at Guardian Life with 15 years of industry experience. She holds Series 63 and Series 65 credentials and has worked with both Guardian Life Insurance Company and Park Avenue Securities since 1996 and 2009, respectively. Additionally, she solicits and services insurance products from other carriers to meet client needs. Guardian Life, through its subsidiary Park Avenue Securities LLC, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and offers a range of financial planning and consulting services tailored to client objectives.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Henry N

Series 63, Series 65

Montrose, CA

Guardian Life

Henry Norman IV is a financial advisor with Guardian Life, holding Series 63 and Series 65 designations and 15 years of industry experience. His career includes prior roles at Park Avenue Securities and MassMutual Life Insurance Company. Outside of his advisory work, he is a partner at BlueRidge Partners, a non-investment-related business. Henry advises through Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, which provides brokerage and investment advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines advisor-led discretionary management and model-based strategies, offering access to proprietary programs, third-party solutions, and integrated lending options.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Howard E

Series 63

New York, NY

Guardian Life

Howard Elias is a financial advisor at Guardian Life with 33 years of industry experience. He has been associated with Guardian Life and its affiliates since 1984, including a recent role at Park Avenue Securities. Outside of his advisory duties, he serves as trustee for two family trusts and is involved in executive roles for several related business entities. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a blend of advisor-led discretionary management and model-based strategies, alongside financial planning, consulting, and access to both proprietary and third-party investment solutions.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Jay B

Series 63, Series 66

Fort Worth, TX

Guardian Life

Jay Bartley is a financial advisor with Guardian Life and holds Series 63 and Series 66 credentials. He has 21 years of industry experience, including tenure at Merrill, Comerica Securities, Commonwealth Financial Network, and Wells Fargo Investments. Bartley is a member of the Tarrant County Bar Association and serves on the Board of Directors for Community Healthcare of Texas, a nonprofit hospice. Guardian Life’s Park Avenue Wealth Management provides brokerage and investment advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses. The firm offers advisor-led discretionary management combined with model-based strategies, access to insurance products, alternative investments, and a range of integrated lending options.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Katherine A

ChFC®, Series 63

Metairie, LA

Guardian Life

Katherine Almerico is a financial advisor at Guardian Life with 37 years of industry experience. She holds the ChFC® and Series 63 designations. Her prior work includes 36 years at The Producers Group, Inc., and she currently serves at both Guardian Life and its subsidiary, Park Avenue Securities. Additionally, she is executrix of the estate of Joseph Almerico. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, retirement plan sponsors, and charitable organizations. The firm employs both advisor-led discretionary management and model-based strategies, providing clients access to proprietary programs and third-party solutions.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Cyriac A

Series 63, Series 65

Cypress, TX

Guardian Life

Cyriac Abraham is a financial advisor with Guardian Life, holding Series 63 and Series 65 licenses and possessing 16 years of industry experience. He has worked at Guardian Life since 2019 and previously spent five years at UBS Financial Services Inc. Guardian Life’s Park Avenue® Wealth Management provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies, offering a range of financial planning, consulting, and digital advisory solutions tailored to client needs.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Thomas U

Series 66

Beachwood, OH

Guardian Life

Thomas Ulery is a financial advisor with Guardian Life and holds a Series 66 designation. He has 15 years of industry experience, including his current role at Park Avenue Securities since 2011. Outside of his advisory work, he is involved with Probity Finance, LLC, which manages business expenses and payroll for his assistant. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of Guardian Life, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of tailored financial planning and consulting services, combining advisor-led and model-based strategies alongside proprietary and third-party platforms.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Jason B

Series 66

Las Vegas, NV

Guardian Life

Jason Berton is a financial advisor at Guardian Life with two years of industry experience. He holds a Series 66 designation and has previously worked at Capstone Financial and Insurance Partners, Century Communities, and TriPointe Homes. Outside of his advisory role, he also works as an independent contractor offering non-Guardian insurance products. Guardian Life, through its wholly owned subsidiary Park Avenue Securities LLC, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored financial planning, discretionary and model-based portfolio management, and access to proprietary wrap programs along with select third-party advisory solutions.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Thomas A

Series 63, Series 65

Flushing, NY

Guardian Life

Thomas Avitabile is a financial advisor at Guardian Life with 33 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Park Avenue Securities, HSBC Bank USA, and Citigroup Global Markets. Outside of his advisory role, he is involved in an outside insurance business unrelated to Guardian Life. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, access to proprietary and third-party advisory solutions, and a range of financial planning and consulting services tailored by investment adviser representatives.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Stephen D

Series 63, Series 66

Melville, NY

Guardian Life

Stephen Dellibovi is a financial advisor with Guardian Life and holds Series 63 and Series 66 licenses. He has four years of industry experience and has worked at Park Avenue Securities, Guardian Life Insurance, and Northwestern Mutual. He is also an owner of SHELTS LLC and serves on the board of directors for the nonprofit organization The Noia Project Inc. Park Avenue Securities LLC, a subsidiary of Guardian Life, provides brokerage and investment advisory services to individuals, retirement plan sponsors, and organizations. The firm offers a combination of advisor-led management and model-based strategies, along with access to proprietary and third-party investment solutions.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Ross B

Series 66

Rye Brook, NY

Guardian Life

Ross Beck is a financial advisor at Guardian Life with a Series 66 designation and one year of industry experience. He has held roles at Park Avenue Securities and Guardian Life Insurance Company since 2025. Outside of finance, Beck has been involved in youth and amateur hockey organizations, including USA Hockey and the North American Hockey League. Guardian Life’s subsidiary, Park Avenue® Wealth Management, serves individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, supported by proprietary and third-party platforms, along with a range of financial planning and consulting services.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Scott K

ChFC®, Series 63

Avon, CT

Guardian Life

Scott Kieper is a ChFC® credentialed financial advisor with 36 years of industry experience, currently serving at Guardian Life and Park Avenue Securities. He has been with these firms since 2014. Outside of his advisory work, he serves as a director for The Life Farm Company, a nonprofit focused on providing activities for children and seniors. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm employs a combination of advisor-led discretionary management and model-based strategies, providing tailored client solutions with access to proprietary and third-party programs.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Timothy U

Series 66

Crystal Lake, IL

Guardian Life

Timothy Urban is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation and having 12 years of industry experience. He serves on the boards of Independence Health & Therapy and the Crystal Lake Chamber of Commerce. Park Avenue Securities LLC, a subsidiary of Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individual and institutional clients. The firm offers a range of financial planning and investment management solutions, blending advisor-led discretionary management with model-based strategies and proprietary technology platforms.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Matthew B

Series 66

Rye Brook, NY

Guardian Life

Matthew Brady is a Series 66 licensed advisor with Guardian Life and Park Avenue Securities, where he has worked since 2012. He has 13 years of experience in the financial industry. Outside of his advisory work, he serves as a freshmen basketball coach at Ridgefield High School. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, and charitable organizations. The firm combines advisor-led discretionary management with model-based strategies and provides access to proprietary and third-party investment solutions.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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John M

CFP®, Series 63, Series 65

Augusta, GA

Guardian Life

John Mccollum is a financial advisor with Guardian Life in Augusta, GA, holding CFP®, Series 63, and Series 65 designations and bringing 32 years of industry experience. He has been with Guardian Life and its related entities since 1993. Outside of his primary role, he engages in insurance sales beyond Guardian products on a limited basis. Guardian Life, through its subsidiary Park Avenue® Wealth Management, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and investment management solutions, including discretionary and model-based strategies, supported by proprietary and third-party platforms.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Rocky M

ChFC®, Series 63, Series 65

Pittsford, NY

Guardian Life

Rocky Martini is a financial advisor with Guardian Life and holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 12 years of industry experience, primarily with Park Avenue Securities and Guardian Life. Outside of his advisory role, he serves as a Business Development Representative for a tax planning firm. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm combines advisor-led discretionary management with model-based strategies, providing tailored financial planning, consulting, and access to proprietary and third-party investment solutions.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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